Employee/Customer Onboarding, Training and Enablement

Why You Need to Create Expert Templates For Customers and Employees

Jonathan DeVore - Oct 15, 2019 1:28:39 PM

A buzzword that's been going around for quite some time is "Knowledge Management."

The idea is that subject matter experts can write down what they know in knowledge articles and transfer their knowledge to somebody else.

 But here's where organizations are getting a little confused – transferring knowledge isn't the ultimate goal of knowledge management. Writing down everything you know so that somebody else can read a bunch of information isn't really what managers and executives want.

Topics: New Feature- workflow article

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5 Metrics That Improved at a Support Center Because of ScreenSteps

Jonathan DeVore - Oct 11, 2019 11:29:34 AM

Last year, the ScreenSteps team did a customer story with Stephanie Beal, a manager at a contact center. She told us how she used ScreenSteps to decrease the time-to-proficiency for new agents by 75%.

Before ScreenSteps, it took about 60 days to get new agents to a strong level of proficiency. With ScreenSteps, it took 15 days.

I remember being on the call and asking her to clarify, not sure I fully understood. How could ScreenSteps do that?

Stephanie then broke it down for me and explained how she formatted help articles as "call flows" that could walk support agents through any customer interaction. She continued to explain her main focus during new-hire training was to teach new agents how to use those call flows efficiently so that agents could help a customer on a call without having to memorize everything first.

Topics: Call-Center- workflow article

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Article Makeover: Modifying a Chargify Help Article Using Workflows

Jonathan DeVore - Oct 8, 2019 2:27:50 PM

Chargify is a SaaS product for managing revenue. I was checking out its customer support knowledge base and saw a few help articles that could potentially be a little easier to read if they were converted into workflow articles.

In this blog post, I'll walk you through how I (if Chargify ever asked me to) would make over the article using the ScreenSteps Workflow Article type.

Topics: workflow article

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Article Makeover: Modifying a FullStory Help Article Using Workflows

Jonathan DeVore - Oct 3, 2019 10:09:38 AM

FullStory is an amazing application that helps developers and designers "fine-tune the customer experience." And from the looks of it, Fullstory uses Zendesk Help Center to manage its knowledge base.

And it looks really great!

But, while reviewing their help documentation, I noticed several articles that could (IMHO) be clearer if they were workflow articles. This blog post will walk through how I (if FullStory ever asked me to) would make over the article by using the ScreenSteps workflow article.

Topics: workflow article

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3 Reasons Workflow Articles Make Operating Procedures Easier to Read

Jonathan DeVore - Oct 1, 2019 6:39:31 PM

The ScreenSteps team has been helping customers create workflow articles, and the most frequently heard comment has been, "Workflow articles make this procedure so much easier to understand."

Topics: workflow article

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How to Convert Articles With Foldable Sections Into Workflow Articles

Jonathan DeVore - Sep 27, 2019 2:43:55 PM

The ScreenSteps knowledge base has an article that explains how to download the desktop editor.

Since ScreenSteps customers have one of two operating systems (Mac or Windows), we needed to create an article that would show customers how to download the desktop editor for either of those two systems.

It looked like this...

Topics: workflow article

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How to Turn Your Flowcharts Into Workflow Articles With ScreenSteps

Jonathan DeVore - Sep 20, 2019 12:41:16 PM

If you've ever tried to document a narrative for a flowchart, you're already familiar with how challenging it is to write something end-users can follow.

Topics: workflow article

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The Best Way to Write a Workflow Article – Replicate a Support Call

Jonathan DeVore - Sep 20, 2019 10:14:40 AM

The new workflow article has some amazing capabilities. You can write documentation that includes decision trees, checklists, and "click to continue" buttons.

But if you're new to writing workflow articles, you may find it difficult to author because workflows require you to write your help documentation a little differently than you're used to.

So, if you're having a difficult time writing workflow articles, here's a tip: Next time a customer calls in, record your phone conversation. Then, document that conversation as a workflow article – questions and all.

Topics: workflow article

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One Reason Your Support Articles Are Not Deflecting Customer Tickets

Jonathan DeVore - Sep 17, 2019 1:58:44 PM

Your customer support knowledge base has two main purposes:

  1. Deflect support tickets.
  2. Decrease ticket escalation from your tier 1 support agents to your tier 2 support agents.

If it's not doing those two things very well, then you may have this problem...

Topics: New Feature- workflow article

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2 Tips for Improving Adoption of Your Knowledge Base

Jonathan DeVore - Aug 1, 2019 12:48:00 PM

After you roll out your knowledge management system to employees and customers, you may encounter a lack of adoption. I've got two tips that can help with that.

Why don't people visit your knowledge base?

First, let's discuss a few of the reasons employees and customers don't visit your carefully crafted knowledge base:

  1. They don't know about it
  2. They don't know how to use it
  3. They can't find what they need (or what they do find isn't helpful)

Those first two are pretty simple to resolve by using your knowledge base during training, onboarding, and when responding to questions. It's that third one that can be a little tricky.

These next two tips relate to making sure end users can find what they need, which leads to better adoption of your ScreenSteps knowledge base.

Topics: Documentation Managers

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